Filed September 8, 2025
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,820 | $138,393+90.6% | $184,256+43.2% | $80,959+225.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 14.72% | 20.01%-5.3pp | 28.85%-14.1pp | 35.67%-21.0pp |
| Employer contribution / active EE | $5,002 | $4,847+3.2% | $6,427-22.2% | $2,757+81.4% |
| Participant deferral / active EE | $16,671 | $7,076+135.6% | $9,133+82.5% | $4,300+287.7% |
| Admin fee / account holder | $24,737 | $10,489+135.8% | $13,899+78.0% | $6,925+257.2% |